Retirement is one of the biggest events you will experience in your lifetime and requires you to have a retirement checklist to plan your finances correctly. Starting that next phase of life brings about significant changes, both personally and financially. Financial freedom and security in retirement does not just happen. Retirement planning takes time, carefully…

Permanent life insurance policies (often referred to as “Whole Life Insurance”) are a contract between a policyholder and an insurance company whereby the insurance company promises to pay a designated beneficiary a sum of money (a death benefit) upon the death of an insured in exchange for a premium. In most cases, when the designated…

It’s time to take a fresh look at Qualified Charitable Distributions after the Tax Cuts and Jobs Act Many taxpayers, especially retirees with little or no mortgage interest, will no longer itemize their deductions due to the new tax law. Taxpayers will see a nearly doubling of the standard deduction (to $24,000 for married filing…

Webinar recording on The Tax Cuts and Jobs Act and its Impact on Individuals (February 28, 2018) The new tax law is now in effect for 2018. How does the new law impact individuals? Terry Cicero gives an overview in an easy-to-digest webinar. DHJJ’s Terry Cicero leads the webinar and goes over the major changes…